Eurozone industrial production down -0.3% mom in Nov, EU down -0.2% mom
Eurozone industrial production fell -0.3% mom in November, match expectations. Industrial production fell by -2.0% […]
EUR/USD Blocked in Tight Sideways Range
Markets Markets on Friday again took somewhat of a biased reading, both of the developments […]
DPP Secures Presidency in Taiwanese Election
In focus today Today, the US election year kicks off with the Iowa Republican Caucuses. […]
Tranquil Opening to a Data-Heavy Week: Major Data from US, UK, Japan Featured
The forex markets commenced the week on a relatively quiet note, despite generally positive risk […]
ECB’s Lane: Wage increases as determinants for rate cut timing and extent
In an interview with Corriere della Sera, ECB Chief Economist Philip Lane acknowledged that the […]
Market Continues to Price in Aggressive Rate Cuts for 2024
The 2024 market theme remains for several rate cuts from most central banks Fed is […]
Global Implications of a Soft U.S. Landing
Summary The continued resilience in U.S. activity has prompted a significant shift in our outlook […]
Weekly Focus – Taiwan Election Key for Geopolitical Tensions
The main release this week was US inflation, which surprised slightly to the upside with […]
Rising (US) Yields Should Provide a Bottom for Dollar
Markets ECB’s Schnabel triggered some unexpected market action yesterday. The German board member lived up […]
US Headline Inflation Could Rise Modestly from 3.1% to 3.2% in December
Optimism is on the menu ahead of today’s much-awaited US inflation report. The US 10-year […]
ECB’s de Cos warns of policy transmission strength and economic uncertainty
ECB Governing Council member Pablo Hernandez de Cos highlighted the surprising strength of monetary policy […]
Eurozone goods exports fell -4.7% yoy in Nov, imports down -16.7% yoy
Eurozone goods exports to the rest of the world fell -4.7% yoy to EUR 252.5B […]